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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-602
Closed -$33K – 939
2021
Q2 		$33K Buy
+602
New +$33.2K ﹤0.01% 504

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VTEB Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 602 shares — an estimated $33K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VTEB in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 602 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $33K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $33K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.